Overview
Assets Under Management: $63 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 23
Average Client Assets: $2.5 million
Frequently Asked Questions
BOLTER & COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113376), BOLTER & COMPANY, LLC is subject to fiduciary duty under federal law.
BOLTER & COMPANY, LLC is headquartered in GARDEN CITY, NY.
BOLTER & COMPANY, LLC serves 23 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, BOLTER & COMPANY, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOLTER & COMPANY, LLC manages $63 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, BOLTER & COMPANY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.17%
Average Client Assets: $2.5 million
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 113376
Filing ID: 1169551
Last Filing Date: 2018-03-27 12:33:00